Monitor net worth, assets, and liabilities in one place with manual monthly snapshots and trend charts. Nothing ever connects to your bank.
Start tracking for freeSet up once, then a couple of minutes a month. Name your accounts, type the balances, and let the trend do the rest.
Savings, a stocks & shares ISA, an investment platform, a crypto wallet, a mortgage entered as a negative. Each is a named account with its own colour, and there is no limit on how many you add.
Open one account, or use Bulk update to enter every balance for a single date in one screen. Around the first of the month is typical, but there is no schedule to keep and no penalty for gaps.
Every snapshot feeds the net worth chart, the allocation split, and month-on-month change. Nothing to reconcile, nothing to categorise: the long view emerges on its own.
Bespoke Dashboard's finance tracking is manual net-worth tracking, not bank-account aggregation. You create accounts (ISA, savings, investments, crypto, whatever applies), log a balance snapshot whenever you check in (typically monthly) and watch the trend line build.
Typing the numbers in yourself is the point. A monthly five-minute check-in where you actually look at each balance builds more financial awareness than any auto-synced feed you stop noticing, and it's the reason nothing here ever asks for a bank login. Built GBP-first for UK savers, so ISAs, premium bonds and workplace-pension pots are simply accounts you name yourself, with no forcing British finances into dollar-shaped boxes.
Cash, ISAs, investment platforms, and crypto holdings all sit on the same net-worth chart, each with its own colour, its own balance history, and its share of the total. One glance answers the question most banking apps can't: what am I actually worth, across everything?
Bulk update puts every account on a single screen against one date, each row showing the last figure you recorded, so month-end is one pass down the list instead of opening each account in turn. Every account card also keeps its own sparkline, its change since the last entry, and a full history where any entry can be overwritten or removed.
Every date can carry a short free-text note: "bonus month", "car repair", "moved emergency fund to the ISA". Notes are marked on the net worth chart itself and surface when you hover that month, so six months later, when the chart shows a dip you don't remember, the explanation is sitting right there on the timeline. It's the difference between a graph of numbers and a record you can actually learn from.
Annual bonus landed, moved £2k straight into the ISA.
Financial data is sensitive, so the boundaries are structural: your entries are stored under your account alone, there are no aggregators or advertising partners, and the full dataset exports to a zip whenever you want it. A hide-balances toggle masks every figure on the page for the times you are on a train or sharing a screen, and deleting your account permanently removes every row. The details are in the privacy policy. It's short, because there's little to disclose.
Net worth lives in the same private dashboard as your daily progress tracker and health dashboard: one login, one quiet place where the money trend sits next to the habits that fund it. Day-to-day cash flow has its own home too: the spending tracker handles transactions, budgets, and subscriptions.
No. There is no Open Banking connection and no third-party account aggregator. Every number is entered by you, which means nothing to authorise, nothing to revoke, and no financial credentials shared with Bespoke Dashboard or anyone else.
A couple of minutes. Bulk update puts every account on one screen against a single date, each showing the last balance you recorded, so a month-end check-in is one pass down the list rather than opening each account in turn.
Yes: every account is just a named store with a running balance history, so cash, ISAs, investment platforms, and crypto holdings all sit on the same net-worth chart, each with its own colour and share of the total.
Yes. One toggle masks every figure on the page, the headline total included, so you can open your finances on a train or share your screen without showing anyone what you are worth. The data is untouched; only the display changes.
Whenever suits you. A snapshot around the first of each month gives a clean trend line, but there is no schedule to keep. Gaps are simply carried forward on the chart, and you can backfill any past date later.
Yes. Add the debt as an account and log its balance as a negative number. It subtracts from your net-worth total like any other account, so the headline figure stays honest.
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